Vault-13

SSGA ACTIVE ETF TR RLY

MULT ASS RLRTN · ETP · CUSIP 78467V103

167 institutional holders +15 vs Q1 2026
27,664,57127.7m shares reported held*
$958.2mreported value*
25 new 90 added 36 reduced 10 sold out net bought ≈ $175.9m (+5.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $34.64.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 90Q4 22: 110Q1 23: 102Q2 23: 100Q3 23: 96Q4 23: 92Q1 24: 100Q2 24: 103Q3 24: 99Q4 24: 116Q1 25: 110Q2 25: 118Q3 25: 124Q4 25: 129Q1 26: 152Q2 26: 167167Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202290
Q4 2022110
Q1 2023102
Q2 2023100
Q3 202396
Q4 202392
Q1 2024100
Q2 2024103
Q3 202499
Q4 2024116
Q1 2025110
Q2 2025118
Q3 2025124
Q4 2025129
Q1 2026152
Q2 2026167

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 55 bought or addedQ3 24: 46 cut or sold outQ4 24: 67 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 56 bought or addedQ1 25: 51 cut or sold outQ2 25: 64 bought or addedQ2 25: 46 cut or sold outQ2 25Q3 25: 73 bought or addedQ3 25: 42 cut or sold outQ4 25: 86 bought or addedQ4 25: 39 cut or sold outQ4 25Q1 26: 97 bought or addedQ1 26: 41 cut or sold outQ2 26: 115 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245546
Q4 20246742
Q1 20255651
Q2 20256446
Q3 20257342
Q4 20258639
Q1 20269741
Q2 202611546

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +644,091+644.1k
BANK OF AMERICA CORP /DE/ Added +548,186+548.2k
Savant Capital, LLC Added +465,792+465.8k
MORGAN STANLEY Added +316,510+316.5k
Trilogy Capital Inc. Added +315,254+315.3k
Private Advisor Group, LLC Added +293,773+293.8k
Pinnacle Financial Partners, Inc. New +279,860+279.9k
Intrua Financial, LLC Added +213,418+213.4k
ENVESTNET ASSET MANAGEMENT INC Added +207,753+207.8k
Trinity Wealth Management, LLC New +132,284+132.3k

Biggest sellers

Illumine Investment Management, LLC Reduced -55,187-55.2k
First National Advisers, LLC Reduced -30,297-30.3k
Elevation Capital Advisory, LLC Reduced -26,643-26.6k
KWB Wealth Reduced -18,346-18.3k
JANE STREET GROUP, LLC Sold out -7,350-7.3k
SWF LLC Sold out -5,795-5.8k
Advisors Asset Management, Inc. Reduced -5,703-5.7k
Keystone Financial Group Reduced -2,864-2.9k
Pasadena Private Wealth, LLC Reduced -2,658-2.7k
Geneos Wealth Management Inc. Reduced -2,542-2.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First National Advisers, LLC 13G · institution new · filed 2026-09-08 8.6% new 3.2m≈ $109.4m 2026-09-08

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 2,161,9882.2m $74.6m $74.6m 0.02% Added +207.8k +207,753
2 HANTZ FINANCIAL SERVICES, INC. 0.99% of their portfolio SOUTHFIELD, MI 2,113,5012.1m $72.9m $72.9m 0.99% Added +131.5k +131,542
3 D.A. DAVIDSON & CO. 0.31% of their portfolio GREAT FALLS, MT 1,615,4331.6m $55.7m $55.7m 0.31% Added +74.9k +74,872
4 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,608,0811.6m $55.5m $55.5m 0.02% Added +644.1k +644,091
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,436,2371.4m $49.6m $49.6m 0.00% Added +548.2k +548,186
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,265,4991.3m $43.7m $43.7m 0.00% Added +316.5k +316,510
7 Savant Capital, LLC 0.12% of their portfolio ROCKFORD, IL 1,150,9881.2m $40.8m $40.8m 0.12% Added +465.8k +465,792
8 TOBIAS FINANCIAL ADVISORS, INC. 4.73% of their portfolio Plantation, FL 1,079,2231.1m $37.2m $37.2m 4.73% Added +8.2k +8,197
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 864,551864.6k $29.8m $29.8m 0.01% Added +130.8k +130,825
10 Capital Analysts, LLC 0.56% of their portfolio FORT WASHINGTON, PA 701,421701.4k $24.2m $24.2m 0.56% Added +4.5k +4,514
11 Wealth Enhancement Trust Services, Inc. 2.55% of their portfolio SIOUX FALLS, SD 665,308665.3k $23.0m $23.0m 2.55% Added +44.3k +44,284
12 Trilogy Capital Inc. 0.89% of their portfolio IRVINE, CA 664,246664.2k $22.9m $22.9m 0.89% Added +315.3k +315,254
13 SENTINEL PENSION ADVISORS, LLC 2.69% of their portfolio WAKEFIELD, MA 575,103575.1k $20.5m $20.5m 2.69% Added +55.9k +55,893
14 Johnson Bixby & Associates, LLC 2.04% of their portfolio VANCOUVER, WA 529,195529.2k $18.3m $18.3m 2.04% Added +36.8k +36,758
15 New England Capital Financial Advisors LLC 4.19% of their portfolio MERIDEN, CT 508,246508.2k $17.5m $17.5m 4.19% Added +11.6k +11,589
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 491,063491.1k $16.9m $16.9m 0.02% Reduced -2.0k -2,026
17 Private Wealth Asset Management, LLC 1.61% of their portfolio OMAHA, NE 482,919482.9k $16.7m $16.7m 1.61% Added +116.6k +116,572
18 EARNED WEALTH ADVISORS, LLC 0.92% of their portfolio WALNUT CREEK, CA 412,457412.5k $14.2m $14.2m 0.92% Added +30.5k +30,480
19 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 401,509401.5k $13.9m $13.9m 0.06% Added +293.8k +293,773
20 Smartleaf Asset Management LLC 0.45% of their portfolio BOSTON, MA 400,187400.2k $13.8m $13.8m 0.45% Unchanged
21 Eldridge Investment Advisors, Inc. 2.73% of their portfolio MANCHESTER, NH 399,845399.8k $13.8m $13.8m 2.73% Added +18.3k +18,315
22 First National Advisers, LLC 1.90% of their portfolio OMAHA, NE 391,401391.4k $13.5m $13.5m 1.90% Reduced -30.3k -30,297
23 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 352,052352.1k $12.1m $12.1m 0.02% Added +8.8k +8,762
24 Curi Capital, LLC 0.19% of their portfolio CHICAGO, IL 350,525350.5k $12.1m $12.1m 0.19% Added +54.9k +54,947
25 Freedom Financial Partners LLC 3.84% of their portfolio OAKDALE, MN 341,729341.7k $11.8m $11.8m 3.84% Added +3.5k +3,528
26 First Heartland Consultants, Inc. 0.66% of their portfolio LAKE ST. LOUIS, MO 297,150297.1k $10.3m $10.3m 0.66% Reduced -330 -330
27 Harbor Group, Inc. 1.20% of their portfolio BEDFORD, NH 295,829295.8k $10.2m $10.2m 1.20% Added +4.5k +4,451
28 Tilson Financial Group, Inc. 2.70% of their portfolio NEW PROVIDENCE, NJ 284,741284.7k $9.8m $9.8m 2.70% Reduced -2.0k -2,036
29 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 283,121283.1k $9.8m $9.8m 0.01% Added +6.3k +6,258
30 Pinnacle Financial Partners, Inc. 0.07% of their portfolio ATLANTA, GA 279,860279.9k $9.7m $9.7m 0.07% New
31 RFG - Bristol Wealth Advisors, LLC 2.27% of their portfolio TAUNTON, MA 272,638272.6k $9.4m $9.4m 2.27% Reduced -632 -632
32 Intrua Financial, LLC 0.82% of their portfolio Houston, TX 251,691251.7k $8.7m $8.7m 0.82% Added +213.4k +213,418
33 PRIVATE CLIENT SERVICES, LLC 2.10% of their portfolio LOUISVILLE, KY 232,243232.2k $8.0m $8.0m 2.10% Added +8.5k +8,480
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 206,644206.6k $7.1m $7.1m 0.00% Added +130.0k +129,970
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 187,552187.6k $6.5m $6.5m 0.00% Added +687 +687
36 CATALYST FINANCIAL PARTNERS LLC 0.61% of their portfolio BOSTON, MA 176,949176.9k $6.1m $6.1m 0.61% Added +34.5k +34,476
37 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 161,410161.4k $5.6m $5.6m 0.00% Added +23.5k +23,531
38 Belpointe Asset Management LLC 0.18% of their portfolio RENO, NV 161,250161.2k $5.6m $5.6m 0.18% Added +7.0k +7,006
39 Fortis Capital Advisors, LLC 0.63% of their portfolio PRAIRIE VILLAGE, KS 161,250161.2k $5.6m $5.6m 0.63% Added +7.0k +7,006
40 Larson Financial Group LLC 0.13% of their portfolio ST LOUIS, MO 146,891146.9k $5.1m $5.1m 0.13% Added +102.8k +102,821
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 135,787135.8k $4.7m $4.7m 0.00% Added +16.3k +16,259
42 Trinity Wealth Management, LLC 1.45% of their portfolio BERWYN, PA 132,284132.3k $4.6m $4.6m 1.45% New
43 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 132,030132.0k $4.6m $4.6m 0.01% Added +81.0k +80,950
44 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 126,293126.3k $4.4m $4.4m 0.00% Added +34.8k +34,758
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 116,326116.3k $4.0m $4.0m 0.00% Added +76.9k +76,868
46 MBE Wealth Management, LLC 1.41% of their portfolio TOMAH, WI 116,038116.0k $4.0m $4.0m 1.41% Added +27.8k +27,778
47 Geneos Wealth Management Inc. 0.07% of their portfolio ENGLEWOOD, CO 99,06899.1k $3.4m $3.4m 0.07% Reduced -2.5k -2,542
48 Crusonia Wealth Advisors LLC 0.41% of their portfolio DENVER, CO 71,68971.7k $2.5m $2.5m 0.41% Added +52.3k +52,319
49 Apollon Wealth Management, LLC 0.03% of their portfolio MOUNT PLEASANT, SC 71,68471.7k $2.5m $2.5m 0.03% Reduced -2.0k -2,029
50 United Advisor Group, LLC 0.26% of their portfolio CINCINNATI, OH 70,76970.8k $2.4m $2.4m 0.26% Added +2.0k +1,971
51 Regal Investment Advisors LLC 0.12% of their portfolio KENTWOOD, MI 68,20768.2k $2.4m $2.4m 0.12% Added +195 +195
52 Portside Wealth Group, LLC 0.26% of their portfolio Provo, UT 65,05365.1k $2.2m $2.2m 0.26% New
53 Coastal Bridge Advisors, LLC 0.13% of their portfolio WESTPORT, CT 60,93560.9k $2.1m $2.1m 0.13% Added +312 +312
54 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 60,01660.0k $2.1m $2.1m 0.00% Reduced -2.2k -2,188
55 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 59,04659.0k $2.0m $2.0m 0.01% Reduced -83 -83
56 KWB Wealth 0.17% of their portfolio REDLANDS, CA 56,95757.0k $2.0m $2.0m 0.17% Reduced -18.3k -18,346
57 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 56,69356.7k $2.0m $2.0m 0.00% New
58 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 56,47756.5k $1.9m $1.9m 0.01% Reduced -911 -911
59 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 54,41754.4k $1.9m $1.9m 0.01% Added +12.0k +11,994
60 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 53,22753.2k $1.8m $1.8m 0.00% Added +5.2k +5,178
61 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.24% of their portfolio BETHLEHEM, PA 52,68152.7k $1.8m $1.8m 0.24% Added +1.1k +1,132
62 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.56% of their portfolio CLARKSDALE, MS 51,62351.6k $1.8m $1.8m 0.56% Added +4.3k +4,341
63 Register Financial Advisors LLC 0.51% of their portfolio ATLANTA, GA 48,12348.1k $1.7m $1.7m 0.51% Added +537 +537
64 HORAN Wealth, LLC 0.21% of their portfolio CINCINNATI, OH 47,62347.6k $1.6m $1.6m 0.21% Added +2.6k +2,593
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 44,73944.7k $1.6m $1.6m 0.00% Added +482 +482
66 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 44,21744.2k $1.5m $1.5m 0.01% Added +17.5k +17,477
67 XML Financial, LLC 0.11% of their portfolio BETHESDA, MD 43,83243.8k $1.5m $1.5m 0.11% Added +7.6k +7,555
68 Twelve Points Wealth Management LLC 0.30% of their portfolio CONCORD, MA 42,86742.9k $1.5m $1.5m 0.30% Added +2.4k +2,365
69 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 41,67141.7k $1.4m $1.4m 0.01% Unchanged
70 EverSource Wealth Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 40,02140.0k $1.4m $1.4m 0.05% Added +32.3k +32,274
71 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 39,75239.8k $1.4m $1.4m 0.02% Reduced -42 -42
72 Independent Family Office, LLC 0.55% of their portfolio ALBANY, NY 39,61139.6k $1.4m $1.4m 0.55% Unchanged
73 SHELTON CAPITAL MANAGEMENT 0.02% of their portfolio Denver, CO 36,29136.3k $1.3m $1.3m 0.02% Added +5.6k +5,623
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,80533.8k $1.2m $1.2m 0.00% Added +6.3k +6,266
75 Knuff & Co LLC 0.28% of their portfolio FOSTER CITY, CA 31,76531.8k $1.1m $1.1m 0.28% Added +25.0k +25,025
76 Aviance Capital Partners, LLC 0.11% of their portfolio NAPLES, FL 31,33231.3k $1.1m $1.1m 0.11% Reduced -62 -62
77 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 30,89230.9k $1.1m $1.1m 0.00% Added +819 +819
78 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 30,69830.7k $1.1m $1.1m 0.01% Reduced -1.5k -1,528
79 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 30,31430.3k $1.0m $1.0m 0.03% Added +4.0k +4,039
80 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,47229.5k $1.0m $1.0m 0.00% Added +17.2k +17,151
81 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 28,39228.4k $979.8k $979.8k 0.00% Added +3.2k +3,167
82 Salomon & Ludwin, LLC 0.08% of their portfolio RICHMOND, VA 27,92527.9k $957.3k $957.3k 0.08% New
83 WIN ADVISORS, INC 0.34% of their portfolio PALM BEACH GARDENS, FL 27,54527.5k $950.6k $950.6k 0.34% Reduced -177 -177
84 IFG Advisory, LLC 0.03% of their portfolio ATLANTA, GA 27,44327.4k $947.1k $947.1k 0.03% New
85 Breakwater Investment Management 0.32% of their portfolio SEATTLE, WA 27,39127.4k $945.3k $945.3k 0.32% Added +22.1k +22,123
86 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 26,97227.0k $930.8k $930.8k 0.00% Added +2 +2
87 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 26,45026.4k $912.8k $912.8k 0.01% Added +2.6k +2,623
88 Betterment LLC 0.00% of their portfolio NEW YORK, NY 24,23524.2k $836.0k $836.0k 0.00% Added +2.5k +2,469
89 Coppell Advisory Solutions LLC 0.04% of their portfolio COPPELL, TX 24,22624.2k $471.1k $471.1k 0.04% New
90 Fermata Advisors, LLC 0.16% of their portfolio SONOMA, CA 23,55123.6k $812.8k $812.8k 0.16% Added +1.7k +1,675
91 ECLECTIC ASSOCIATES INC /ADV 0.09% of their portfolio FULLERTON, CA 21,92621.9k $756.7k $756.7k 0.09% Reduced -116 -116
92 Legacy Financial Group LLC 0.08% of their portfolio DES MOINES, IA 21,27121.3k $734.1k $734.1k 0.08% Added +2.5k +2,505
93 Veracity Capital LLC 0.20% of their portfolio Atlanta, GA 21,24121.2k $733.0k $733.0k 0.20% Added +1.6k +1,571
94 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 19,94319.9k $688.2k $688.2k 0.00% Reduced -17 -17
95 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 18,93718.9k $653.5k $653.5k 0.01% New
96 XY Planning Network, Inc. 0.08% of their portfolio BOZEMAN, MT 17,60017.6k $607.4k $607.4k 0.08% Reduced -110 -110
97 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 17,43117.4k $601.5k $601.5k 0.02% Added +3.2k +3,212
98 Providence First Trust Co 0.16% of their portfolio SCOTTSDALE, AZ 16,67316.7k $575.4k $575.4k 0.16% New
99 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 15,69415.7k $541.6k $541.6k 0.03% Reduced -2.9k -2,864
100 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 15,58515.6k $537.8k $537.8k 0.00% Added +5.0k +5,019